Narrative Update • Jun 07
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- 7D-0.9%
- 3M3.0%
- 1Y-17.5%
- YTD-7.9%
Last week, the Media industry hasn't moved much but RTL Group is up 4.0% in that time. Unfortunately though, the industry is down 18% over the past 12 months. Looking forward, earnings are forecast to grow by 30% annually.
Industry Valuation and Performance
Has the German Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €12.0b | €14.6b | €348.5m | 28.9x | 34.6x | 0.8x |
| Fri, 08 May 2026 | €13.2b | €15.0b | €34.2m | 45.9x | 385.3x | 0.9x |
| Sun, 05 Apr 2026 | €12.6b | €15.1b | €40.0m | 31x | 314.4x | 0.8x |
| Tue, 03 Mar 2026 | €12.9b | €15.2b | €233.0m | 29.2x | 55.6x | 0.9x |
| Thu, 29 Jan 2026 | €13.4b | €15.2b | €234.6m | 28.7x | 57.1x | 0.9x |
| Sat, 27 Dec 2025 | €13.2b | €15.2b | €234.6m | 29.4x | 56.3x | 0.9x |
| Mon, 24 Nov 2025 | €12.8b | €14.7b | €531.4m | 26.6x | 24.1x | 0.9x |
| Wed, 22 Oct 2025 | €14.3b | €14.7b | €486.2m | 27.8x | 29.4x | 1x |
| Fri, 19 Sep 2025 | €14.2b | €14.7b | €484.5m | 26.4x | 29.3x | 1x |
| Sun, 17 Aug 2025 | €14.8b | €14.7b | €484.7m | 26.8x | 30.6x | 1x |
| Tue, 15 Jul 2025 | €14.4b | €14.9b | €553.7m | 27.2x | 26.1x | 1x |
| Thu, 12 Jun 2025 | €14.7b | €14.9b | €553.7m | 29.7x | 26.5x | 1x |
| Sat, 10 May 2025 | €13.6b | €14.9b | €614.6m | 29.7x | 22.1x | 0.9x |
| Mon, 07 Apr 2025 | €13.3b | €14.8b | €608.4m | 27.1x | 21.8x | 0.9x |
| Wed, 05 Mar 2025 | €10.1b | €13.0b | €508.8m | 28.1x | 19.8x | 0.8x |
| Fri, 31 Jan 2025 | €9.8b | €13.0b | €511.5m | 29.7x | 19.2x | 0.8x |
| Sun, 29 Dec 2024 | €8.8b | €13.0b | €511.5m | 30.6x | 17.1x | 0.7x |
| Tue, 26 Nov 2024 | €13.8b | €12.9b | €543.1m | 23.2x | 25.5x | 1.1x |
| Thu, 24 Oct 2024 | €14.8b | €13.4b | €337.5m | 28.5x | 44x | 1.1x |
| Sat, 21 Sep 2024 | €10.1b | €13.4b | €338.9m | 26.7x | 29.8x | 0.8x |
| Mon, 19 Aug 2024 | €9.9b | €13.4b | €345.9m | 26.6x | 28.7x | 0.7x |
| Wed, 17 Jul 2024 | €10.6b | €13.2b | €212.1m | 28.3x | 50.1x | 0.8x |
| Fri, 14 Jun 2024 | €10.6b | €13.2b | €212.0m | 29.2x | 49.9x | 0.8x |
| Sun, 12 May 2024 | €10.5b | €13.2b | €226.9m | 22.1x | 46.2x | 0.8x |
| Tue, 09 Apr 2024 | €10.3b | €13.1b | €229.6m | 31.3x | 44.7x | 0.8x |
| Thu, 07 Mar 2024 | €10.1b | €13.9b | €496.2m | 29.1x | 20.4x | 0.7x |
| Sat, 03 Feb 2024 | €19.1b | €14.0b | €408.8m | 28.7x | 46.7x | 1.4x |
| Mon, 01 Jan 2024 | €18.9b | €14.0b | €408.7m | 30.1x | 46.3x | 1.4x |
| Wed, 29 Nov 2023 | €18.7b | €14.0b | €372.8m | 36.3x | 50.1x | 1.3x |
| Fri, 27 Oct 2023 | €17.7b | €14.0b | €334.4m | 33x | 53x | 1.3x |
| Sun, 24 Sep 2023 | €18.2b | €14.0b | €335.7m | 21.4x | 54.2x | 1.3x |
| Tue, 22 Aug 2023 | €18.9b | €14.0b | €342.2m | 21.9x | 55.3x | 1.4x |
| Thu, 20 Jul 2023 | €19.8b | €13.9b | €590.6m | 18.6x | 33.6x | 1.4x |
| Sat, 17 Jun 2023 | €20.1b | €13.9b | €591.0m | 18.7x | 34x | 1.4x |
Price to Earnings Ratio
34x
Current Industry PE
- Investors are pessimistic on the German Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 34.6x which is lower than its 3-year average PE of 54.7x.
- The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 16% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the German Telecom industry?
| DE Market | -2.87% | |
| Telecom | -3.02% | |
| Media | -0.85% | |
| Broadcasting | 2.69% | |
| Cable and Satellite | 0% | 0 |
| Publishing | -2.59% | |
| Advertising | -5.94% | |
Industry PE
- Investors are most optimistic about the Advertising industry even though it's trading below its 3-year average PE ratio of 32.7x.
- Analysts are expecting annual earnings growth of 23.9%, which is higher than its past year's earnings decline of 33.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 55% over the next 5 years.
- This is better than its past earnings decline of 53% per year.
- In contrast, the Publishing industry is expected to see its earnings decline by 4.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RRTL RTL Group | €32.40 | 5.4% +€249.6m | -1.2% | PE213.1x | |
| SPG Springer Nature KGaA | €18.90 | 1.5% +€55.7m | -10.6% | PE10.6x | |
| TC1 Tele Columbus | €0.55 | 14.6% +€41.1m | 64.7% | PS0.7x | |
| BST Bastei Lübbe | €7.12 | 2.0% +€1.8m | -27.5% | PE11.6x | |
| KA8 Klassik Radio | €3.06 | 2.0% +€289.5k | -14.0% | PE29.2x |